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Robert Nevarez

Cetera Investment Advisers LLC
25 Years of Experience
Irvine, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Nevarez is a registered investment advisor at Cetera Investment Advisers LLC, based in Irvine, CA, with 25 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

19800 MacArthur Blvd., Suite #300, Irvine, CA, 92612

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History

Regulatory History (1)
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Customer Dispute
July 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is a financial advisor and president of Nevarez Wealth Management DBA, focusing on investments, insurance, and financial planning, dedicating full-time hours. He also owns 100% of Pacific Coast Advisors, LLC, a checking account used for business expenses, requiring minimal time, and spends full-time hours giving financial and investment advice at HN Financial Group.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2026 - Present · 7 mos
Cetera Wealth Services, LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Dempsey Lord Smith, LLC
January 2026 - March 2026 · 2 mos
Cambridge Investment Research Advisors, INC.
November 2025 - March 2026 · 4 mos
Cambridge Investment Research, INC.Broker
November 2025 - March 2026 · 4 mos
Dempsey Lord Smith, LLC
November 2017 - December 2025 · 8 yrs 1 mo
Dempsey Lord Smith, LLCBroker
February 2017 - November 2025 · 8 yrs 9 mos
National Asset Management, INC.
April 2009 - February 2017 · 7 yrs 10 mos
National Securities CorporationBroker
March 2009 - February 2017 · 7 yrs 11 mos
LPL Financial Corporation
May 2008 - March 2009 · 10 mos
LPL Financial CorporationBroker
May 2008 - March 2009 · 10 mos
Aig Financial Advisors, INC.
July 2007 - June 2008 · 11 mos
Independent Capital Management
April 2006 - August 2008 · 2 yrs 4 mos
Aig Financial Advisors, INC.Broker
October 2005 - June 2008 · 2 yrs 8 mos
Sunamerica Securities, INC.Broker
December 2004 - October 2005 · 10 mos
Edward JonesBroker
February 2003 - December 2004 · 1 yr 10 mos
World Group Securities, INC.Broker
April 2002 - October 2002 · 6 mos
Wma Securities, INC.Broker
September 2001 - April 2002 · 7 mos
Wma Securities, INC.Broker
June 2000 - February 2001 · 8 mos
State Registrations11 states
ARAZCACOFLIDMINVOKTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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